| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 1,480 | $273,561.9 | $454,951.99 | $181,390.09 | 66.31% |
Michael Byun SageView Advisory Group LLC | 1,090 | $259,766.02 | $347,143.21 | $87,377.19 | 33.64% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,243 | $260,198.8 | $382,098.19 | $121,899.39 | 46.85% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $19,631 | $30,740 | $11,109 | 56.59% |
Molly Crider Walker Asset Management LLC | 1,056 | $163,579.61 | $324,614.39 | $161,034.78 | 98.44% |
Daniel Ronan Catalyst Financial Partners LLC | 1,722 | $386,539.53 | $529,342.78 | $142,803.25 | 36.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,891 | $627,691.58 | $1.2M | $568,401.78 | 90.55% |
Matthew Heller Willner & Heller LLC | 1,069 | $179,154.35 | $328,610.59 | $149,456.24 | 83.42% |
Sean Murray Quantum Financial Advisors LLC | 732 | $171,788.4 | $225,016.79 | $53,228.39 | 30.98% |
Edward Lowndes Angeles Wealth Management LLC | 1,664 | $416,910.55 | $511,513.58 | $94,603.03 | 22.69% |
Angela Cox W Advisors LLC | 832 | $193,531.52 | $255,756.79 | $62,225.27 | 32.15% |
Kevin Zemann WealthPlan Investment Management LLC | 1,360 | $281,394.68 | $418,063.99 | $136,669.31 | 48.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 302 | $50,703.22 | $92,834.8 | $42,131.58 | 83.09% |
Nadine Hofstetter Northwest Bank & Trust Co. | 283 | $56,492.46 | $86,994.2 | $30,501.74 | 53.99% |
William Cantus Pacific Sage Partners LLC | 916 | $172,629.1 | $290,335.36 | $117,706.26 | 68.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,152 | $3.49M | $3.49M | $2,476.68 | 0.07% |
CJ Harrison DecisionPoint Financial LLC | 146 | $29,794.58 | $45,747.64 | $15,953.06 | 53.54% |
| JG John Ginter Callan Family Office LLC | 40,679 | $7.93M | $13.22M | $5.29M | 66.69% |
| TIM Tevis Investment Management Tevis Investment Management | 4,709 | $946,764.85 | $1.49M | $545,799.79 | 57.65% |
Mark Mowrey Signature Resources Capital Management LLC | 9 | $1,796.07 | $2,766.6 | $970.53 | 54.04% |